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Managing Wealth In Retirement

Reaching the Summit and Returning Safely with the RISK Process™

While climbing to the top of a mountain is considered to be a major achievement, the real goal of climbing is not simply to reach the top, but to reach the top and return safely. The same can be said for retirement income planning. For years, people have focused on accumulating enough assets. However, the biggest risks facing retirees occur during the income distribution phase when we retire and begin to live on our retirement savings.

As we begin this second half of our journey, we are faced with unique and potentially devastating risks such as a volatile market, inflation, liquidity, longevity, health and survivor risks. Just like climbing a mountain, those who address these risks will be more likely to safely and successfully complete the journey.

Watch our video to learn how the RISK Process™ can help you safely navigate the income risks and opportunities in retirement.